See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 3-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,130 | $161,352-54.7% | $134,172-45.5% | $137,256-46.7% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 19.51% | 28.72%-9.2pp | 25.30%-5.8pp | 220.34%-200.8pp |
| Employer contribution / active EE | $3,750 | $4,099-8.5% | $3,420+9.7% | $4,156-9.8% |
| Participant deferral / active EE | $16,233 | $5,552+192.4% | $4,690+246.1% | $6,407+153.4% |
| Admin fee / account holder | $0 | $15,028-100.0% | $12,016-100.0% | $12,270-100.0% |